Revenue distribution by industry:

• Financial services: approx. 70%
• Business services: approx. 20%
• Media and technology: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 60%
• Europe: approx. 25%
• Asia-Pacific: approx. 10%

FactSet Research Systems Inc. generates the majority of its revenue from the financial services industry by providing data and analytical tools to investment managers, banks, and other financial institutions.

The US market is the largest individual market for FactSet, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they are the main sources of customers and revenue.

Production Sites: Mainly in the USA and India (estimated 2023)

FactSet Research Systems Inc. is a financial data and software company that primarily develops its products in the USA. A significant portion of data processing and software development is also carried out in India. These locations are strategically chosen to ensure both proximity to key markets and cost efficiency.

The company also utilizes global offices to offer its services worldwide, with main production and development activities concentrated in the mentioned countries.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024)

FactSet Research Systems Inc. pursues a growth strategy that is heavily focused on technological innovation and expanding its product offerings. A key element of this strategy is investing in advanced data analysis tools and artificial intelligence to provide its customers with deeper insights and more efficient solutions.

In addition, FactSet relies on strategic partnerships and acquisitions to expand its market presence and tap into new customer segments. By integrating specialized data providers and technology companies, FactSet can diversify its offerings and strengthen its position as a leading provider of financial data and analysis.

Another focus is on geographical expansion, particularly in fast-growing markets in Asia and Europe. FactSet plans to strengthen its international sales and service teams to better serve the needs of global customers and capitalize on new market opportunities.

Current data on commodity imports: No specific data available (2025)

FactSet Research Systems Inc. is a financial data and software company that primarily offers services and not physical products. Therefore, it is unlikely that the company imports significant amounts of commodities or materials.

The main resources that FactSet requires are technological infrastructure and databases, which are typically provided through software licenses and cloud services. These are mostly sourced from international providers, but not imported as physical commodities.

For more detailed information on specific materials or services that FactSet may import, a look at the company reports or a direct inquiry with the company would be necessary.

Market share: Approx. 15% (2024, estimate) Customer retention rate: Over 90% (2024) EBITDA margin: 32% (2024)

FactSet Research Systems Inc. has a significant competitive advantage that is composed of several factors. The company holds a stable market share of around 15% in the financial data and analytics services sector, making it one of the leading providers in the industry.

An essential aspect of FactSet's competitive advantage is the high customer retention rate of over 90%. This indicates that customers are satisfied with the services and rarely switch to competitors. This strong customer loyalty is supported by the continuous improvement and expansion of the products and services offered.

Additionally, FactSet boasts an impressive EBITDA margin of 32%, indicating an efficient cost structure and the ability to generate high profits from revenues. This financial strength enables the company to invest in research and development and offer innovative solutions that meet the evolving needs of customers.

Overall, FactSet's competitive advantage is well secured by a combination of market leadership, strong customer retention, and financial performance.

Institutional Investor Share: 90% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

FactSet Research Systems Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment firms in the company's stability and growth potential. The estimated 90% share reflects this strong institutional support.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders have not made any significant changes to their holdings. This can be interpreted as a sign of confidence in the company's future development.

Market share of FactSet Research Systems Inc.: Approx. 8% (2025, estimated)

Major competitors and their market shares:

1. Bloomberg L.P.: Approx. 33%
2. Refinitiv (part of London Stock Exchange Group): Approx. 20%
3. S&P Global Market Intelligence: Approx. 15%
4. Moody's Analytics: Approx. 10%
5. FactSet Research Systems Inc.: Approx. 8%
6. Morningstar, Inc.: Approx. 5%
7. IHS Markit (part of S&P Global): Approx. 4%
8. PitchBook (part of Morningstar): Approx. 3%
9. Capital IQ (part of S&P Global): Approx. 2%

Moat of FactSet:

FactSet Research Systems Inc. has a significant moat, mainly based on its specialized data analysis and tailored solutions for institutional investors. The company has made a name for itself through its user-friendly platform and the integration of data from various sources. Strong customer loyalty and high customer satisfaction also contribute to this moat.

However, compared to its competitors, FactSet has a smaller market share. Bloomberg and Refinitiv dominate the market with more comprehensive data offerings and a broader customer base. These companies often provide more extensive platforms covering a variety of financial services, giving them a broader moat.

Nevertheless, FactSet remains competitive through its niche strategy and the ability to offer specialized services. FactSet's competitive advantage lies in adaptability and close collaboration with its customers to meet specific needs, which is highly valued in the industry.

Revenue Growth: 8.2% (2024)
Profit Growth: 10.5% (2024)
Market Share in Financial Data Sector: 15% (2024)

FactSet Research Systems Inc. recorded solid revenue growth of 8.2% in 2024, indicating a continuous demand for their financial data and analytics products. The profit growth of 10.5% shows that the company was able to not only increase its revenues but also operate more efficiently.

FactSet has expanded its market share in the financial data sector to 15%, indicating a strong competitive position. This market position enables the company to benefit from the increasing demand for financial analysis and data solutions.

Additionally, FactSet is continuously investing in technological innovations and expanding its product range, which could support future growth. These factors suggest that FactSet Research Systems Inc. could be a promising investment for long-term oriented investors.

Dividend Yield: 1.1% (estimated for 2025)
Dividend Growth: 8% annually (average over the last 5 years)

FactSet Research Systems Inc. regularly pays a dividend. The dividend yield is approximately 1.1% for the year 2025. Over the past few years, the company has shown a consistent dividend growth averaging 8% per year, indicating a reliable payout policy.

FactSet has a long history of dividend payments and is known for its stable financial performance. The continuous increase in dividends reflects the company's confidence in its future earnings power. Analysts view FactSet's dividend policy as sustainable, supported by solid cash flows and a strong market position.